Retirement Plan Service Consultant
KerberRose S.C. is hiring for Retirement Plan Service Consultant in Shawano, WI. Mid level. First seen August 6, 2026; open as of November 8, 2026. Jobs taken straight from company career pages — no aggregator in between.
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- Company
- KerberRose S.C.
- Where
- Shawano, WI
- Level
- Mid
- First seen
- August 6, 2026
- Listed via
- Paylocity
What the posting says
KerberRose Wealth Management is seeking a detail-oriented Retirement Plan Service Consultant to support our retirement plan team. This role focuses on onboarding new retirement plans, coordinating ongoing services, and supporting advisors and clients through a high-touch service model. The ideal candidate is organized, collaborative, and experienced in retirement plan operations. Responsibilities • Lead and coordinate onboarding of new retirement plans • Serve as liaison between plan sponsors, recordkeepers, TPAs, and advisors • Coordinate ongoing service schedules with the 401(k) advisor •…
Read more and apply on KerberRose S.C.'s site
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